William L Chip Graddy

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William L Chip Graddy, CFP®, CLU®, ChFC®
Wealth Management Advisor

15065 McGregor Blvd
Ste 103

Fort Myers, FL 33908-1902

Phone: 239-240-8130

Fax: 239-481-3163

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Since 1989, Chip Graddy has been helping clients understand what they need to prepare for and protect.

Our Unique Approach

Chip and his team will work with you to:

  • Gain a clear understanding of planning and investment goals
  • Identify solutions to meet your needs
  • Create a comprehensive plan designed to achieve your goals
  • Monitor your plan and make adjustments as needs change

They will use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

Chip Graddy and his team will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.

Review this site to learn more about Chip Graddy and his team, and then contact them to help ensure your financial future is all you want it to be.


2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

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Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.